Restriction when Requirement quantity is not equal to Quantity tracked

By | March 31, 2023

In Sage X3, Recently we had a requirement from one of our client, Requirement Quantity on the work order screen should be equal to the “Quantity tracked” on the production tracking screen then only the system will allow the user to create the Production tracking or else it will generate a pop-up and will restrict user to create that Production tracking entry.
We will see the functionality in detail:

Navigate to: Manufacturing -> Planning -> Work order

New Stuff: Excise Module in Sage X3

Fig 1 : Requirement Qty
Fig 1 : Requirement Qty

While creating work order in the components tab, data of raw material will be fetched automatically from BOM in the Requirement Quantity field of the components tab of the work order screen. Also users can modify the data of requirement qty as per their convenience, as shown in the above screen shot.

Navigate to: Manufacturing -> Production Tracking -> Production Tracking

Fig2 : Quantity Tracked Field
Fig2 : Quantity Tracked Field

As per the requirement, value of the Quantity Tracked field in Production tracking under the component tab should be equal to the Requirement Quantity of the work order screen. Then only the user can create the Production tracking entry without any restriction.

Navigate to: Manufacturing -> Production Tracking -> Production Tracking

Fig3 : Restriction Pop-up
Fig3 : Restriction Pop-up

And if the Requirement Quantity of work order screen is not equal to the Quantity Tracked of the Production Tracking then the system will generate the Pop – up and will not allow the user to create the tracking, as shown in the above screen shot.

If the user modifies the Requirement qty of work order screen then the same data will be fetched in the Production tracking screen as per our standard process. But if user tries to modify the Quantity Tracked again while creating Production Tracking against that Work Order then it will generate the restriction pop up even on modification.

So as per the requirement, the Requirement Qty should be equal to the Quantity tracked then only tracking of that work order will be created.